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even though, given that backdrop, it probably makes sense for clot to get more defensive. recently upgraded the consumer sentiment to overweight. gold is a big chunk of that. the market could have already priced in a summer slowdown. dennis: what about the possibility of an anti-terror rally. traders are human beings. to see one of these two suspects already having been shot, and one being close to captured, isn't it a feel-good moment? >> i do think, in my mind, because there were not any economic reports today, it seems like the turnaround may have come from one of those types of psychological rallies based on some good news in the manhunt. dennis: do you think that the boss bombings were playing into how traders were feeling this week? >> i really do not think so. if they had targeted an exchange or the functioning of a market or if they had targeted the supply of some commodity, an example i have used in the past, if terrorists took over the strait of formulas and cut off oil the mideast, then yes. i do not want to downplay the tragedy in boston. it is a tragic situati
even though, given that backdrop, it probably makes sense for clot to get more defensive. recently upgraded the consumer sentiment to overweight. gold is a big chunk of that. the market could have already priced in a summer slowdown. dennis: what about the possibility of an anti-terror rally. traders are human beings. to see one of these two suspects already having been shot, and one being close to captured, isn't it a feel-good moment? >> i do think, in my mind, because there were not...
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Apr 22, 2013
04/13
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certainly the big defensive type, we have seen it. the big dividend are where people want exposure. >> and you wrote about this this morning. >> these are the guys who make all the stuff behind the walls. the heating and air-conditioning and the bolts. general electric being one of them. tomorrow we're going to get united technologies as well. another company company down tomorrow. we will get that worries me. ibm is the stock market today. that cracking on friday got a lot of people very alarmed. >> it's a bellwether perhaps. >> sue, apple has moved higher today. and it is currently trade iing stock is, of course, of 705 a share. >> tiler, that's a pretty staggering job. they were looking at 42.5 billion $s in revenue. and apple sold almost 48 million units. about 8% and eps 15 to 18 million units is where they expect it to come in. >> sue earlier mentioned the shares of microsoft getting a bit of a pop today something like 4% as the tech giant has got a new investor. what's the back story here? that's a little less than 1%. they are
certainly the big defensive type, we have seen it. the big dividend are where people want exposure. >> and you wrote about this this morning. >> these are the guys who make all the stuff behind the walls. the heating and air-conditioning and the bolts. general electric being one of them. tomorrow we're going to get united technologies as well. another company company down tomorrow. we will get that worries me. ibm is the stock market today. that cracking on friday got a lot of...
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Apr 20, 2013
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so it's a terrific defensive company. >> and what about johnson & johnson. that's the other steady eddie that you talk about. >> well, look. people are still going to buy band-aids. they're still going to buy tylenol. they're still going to buy many of the medical devices and drugs that they provide. so you're going get growth. you're getting an above average dividend, a better than bond dividend yield, and you're almost assured of annual increases in dividends. so you get your cake and you get to eat it too. >> all right. on the other side of the equation, you have some cyclical stocks that you are recommending here. you have union pacific, ticker symbol unp. tell us about that. >> well, look. even though it's a domestic company, it's an emerging market play because of all the traffic from east to west, feeding to asia and the emerging economies. plus it's a play on the revival of manufacturing and industry in the united states. and that is taking place. >> all right. and dupont, which should be reporting earnings soon. you like this one, even though the st
so it's a terrific defensive company. >> and what about johnson & johnson. that's the other steady eddie that you talk about. >> well, look. people are still going to buy band-aids. they're still going to buy tylenol. they're still going to buy many of the medical devices and drugs that they provide. so you're going get growth. you're getting an above average dividend, a better than bond dividend yield, and you're almost assured of annual increases in dividends. so you get your...
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Apr 19, 2013
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and it it certainly appeared to me that on the sidewalk there as the officers were taking cover in defensive positions behind the vehicles with their weapons drawn that somebody was laying there in the sidewalk. i got a glimpse, but it certainly looked like a person. there was no movement. we're yet to hear from the authorities of what that was. they were treating it as if it was a threat. they then pushed us back. at one point we were hitting the ground here. there were snipers here telling us to get down. just very intense. now i can tell you that things are calm. the amount of police that are here have certainly dissipated.d and the residents are in their homes and trying to find out if the answer is going to be about what happens next. >> if nothing else, we learned that the release of these photos dependenttized all of us and certa certainly the social media community. eyes open after a long night if you still can, kerry sanders, thanks. another break is headed our way. our coverage continues of at the bottom of the hour. >>> it is 11:27. good morning. i'm marla tellez. we'll get you ba
and it it certainly appeared to me that on the sidewalk there as the officers were taking cover in defensive positions behind the vehicles with their weapons drawn that somebody was laying there in the sidewalk. i got a glimpse, but it certainly looked like a person. there was no movement. we're yet to hear from the authorities of what that was. they were treating it as if it was a threat. they then pushed us back. at one point we were hitting the ground here. there were snipers here telling us...
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Apr 20, 2013
04/13
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so i think when you look at the sector, it's a more defensive space than you might think. and in our case, we're a total return story. we are pay agonize dividend with this offering. we feel good about the offering that we have. >> it is very unusual that you said you're going to be offering investors a dividend. very rare for a new public company to do that. why did you decide to offer a dividend? >> it speaks of the strength of the company. we generate a lot of free cash flow. we're looking at a total return for our investors. a dividend is a big part of that. that's a solid part we can offer. >> do you think that's going bring more investors to buy into the stock? >> people are look for yield these days, for sure. and that's certainly an advantage. >> and the seaworld ipo by the way is one of the five biggest offers in the u.s. this year. >>> still to come on the program, the housing mke sis of. and with the nation's home builder schedule due to report their earnings next week, we take a look at the one company you should watch. but first, here is a look at how internat
so i think when you look at the sector, it's a more defensive space than you might think. and in our case, we're a total return story. we are pay agonize dividend with this offering. we feel good about the offering that we have. >> it is very unusual that you said you're going to be offering investors a dividend. very rare for a new public company to do that. why did you decide to offer a dividend? >> it speaks of the strength of the company. we generate a lot of free cash flow....
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he is chairman of the foundation for defense of democracies. i want to follow up what we just saw, the uncle. they're here. the boys have been here, we think at least one of them for 10 years and hasn't left the united states. you would think he was radicalized here by his family. his family is here from chechnya. isn't that how they're brought up? >> it's, an outside possibility but my hunch is that assuming he was radicalized by some outside force that it was really communications over the internet. we've seen a number of occasions where islamists preachers, in qatar, where instructions on how to build a an explosive device are on the al qaeda magazine on the web. you don't have to physically get people together or physically live them together in order to influence someone especially in these days and times. the internet and web sites and so forth can do a lot to an impressionable young person. >> we heard rich say in his report they clearly want to take this person, apprehend him alive and get others involved with the information from him.
he is chairman of the foundation for defense of democracies. i want to follow up what we just saw, the uncle. they're here. the boys have been here, we think at least one of them for 10 years and hasn't left the united states. you would think he was radicalized here by his family. his family is here from chechnya. isn't that how they're brought up? >> it's, an outside possibility but my hunch is that assuming he was radicalized by some outside force that it was really communications over...
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Apr 18, 2013
04/13
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. >> super defensive. >> hey, gina, josh brown. do you believe those sectors are defensive given the fact they have never been more expensive based on almost every met rick, specifically earnings? can we truthlythe call utilities a safe sector given the premium they're trading at above the s&p 500, for example? >> yeah, i think you can. health care is a perfect example. health care actually is still trading at a secular low or near a secular low relative to the index. over time it's traded 1.2 times the s&p 500. it's trading at one times the s&p 500 now. you can't make that argument broadly across the defensive sectors. utilities looks expensive, but as long as the ten-year treasury bond remains range-bound or rally as it has over the last several weeks, utilities look relatively attractive. >> do you see room for capital gains here? or is this just about collecting the dividend? because if earnings aren't going to grow, i doubt we can squeeze much more in terms of multiple, right? >> right. for the utilities sector specifically, i
. >> super defensive. >> hey, gina, josh brown. do you believe those sectors are defensive given the fact they have never been more expensive based on almost every met rick, specifically earnings? can we truthlythe call utilities a safe sector given the premium they're trading at above the s&p 500, for example? >> yeah, i think you can. health care is a perfect example. health care actually is still trading at a secular low or near a secular low relative to the index. over...
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Apr 18, 2013
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very unusual for these defensive groups to be leading the market in up turn. if the market pulls back they will lead in the pull back and more. >> which is highly unusual. >> very unusual. >> thank you so much. >> a pleasure. >> see you again soon. >> sue, shamu is going public. black stone taking its sea world entertainment group three years after it went private. jane wells is outside the world famous sea world in san diego. have you spoken to shamu yet, jane? >> very good. shay-moo is a london whale. i have not spoken to him. i just didn't want to make the big whale angry. ths turning into a whale of a deal. it keeps getting bigger. black stone which bought sea world was going to sell 10 million of its own shares. now this march of the penguins, sea world plans to use its portion to pay fees and debt. so all told, we could have nearly 30 million shares priced between 24 and $27. this for a company with 11 walter parks. most revenue is now coming from florida and sea world sales, profits and spend per customer is all growing. it is a unique leisure company.
very unusual for these defensive groups to be leading the market in up turn. if the market pulls back they will lead in the pull back and more. >> which is highly unusual. >> very unusual. >> thank you so much. >> a pleasure. >> see you again soon. >> sue, shamu is going public. black stone taking its sea world entertainment group three years after it went private. jane wells is outside the world famous sea world in san diego. have you spoken to shamu yet,...
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Apr 22, 2013
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joining me now for more on these developments is kent schafer, criminal defense attorney with buyers, schafer and deboard. god to s good to see you, sir. >> thank you. good afternoon. >> what's your take on this? why charge him with a weapons of mass destruction charge and not murder or conspiracy? >> well, actually, it's a much easier charge for the government to prove. in this case, they have to prove two things. that he used or possessed a weapon of mass destruction and that it resulted in somebody's death. by doing that, he'd be eligible for the federal death penalty. where under massachusetts state law, if they charged murder, he wouldn't be eligible for the death penalty. so virtually, you know, from a prosecutor's standpoint, it cuts out all the fluff. it's a very simple case. there's case law on top of case law saying that a bomb like this is defined as a weapon of mass destruction. so it just makes sense that they would take the easiest charge they could find. >> i see. >> with the highest penalty. >> there was a real strategy here. let me bring in jay faye hi, former federal
joining me now for more on these developments is kent schafer, criminal defense attorney with buyers, schafer and deboard. god to s good to see you, sir. >> thank you. good afternoon. >> what's your take on this? why charge him with a weapons of mass destruction charge and not murder or conspiracy? >> well, actually, it's a much easier charge for the government to prove. in this case, they have to prove two things. that he used or possessed a weapon of mass destruction and...
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Apr 22, 2013
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it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of people don't have. if you're a longer investor like your clients. just rebalance into that. take a multiasset approach. >> greg, i don't know if you asked those investors who are risk averse that you had in your survey, but where are they putting their money if they're not in the stock market? they're getting nothing from fixed income right now. >> yet they're content with that, it seems. it's cash. it's bonds. this is what concerns me, bill. this is going to require the individual investor to redefine risk. safety is not hunkering down in bonds and cash. particular
it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of...
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i took a defensive position behind the car just like the officer, following his model. another officer came and said you have to go back. we moved back. we moved back. then they asked us to take a position on the the sidewalk where we had to lay down. i'm not exactly sure what that was. i'm looking at two snipers that have taken position. they're not aiming their rifles at this point. oh, you know what, he just told us -- we wouldn't be standing here right now. i'm going to get behind the car. i'm going to move positions and take his advice. >> please do, kerry. we'll check back in with you. let's bring back in the former fbi agent. you wanted to say? >> we don't know what was happening before this situation? >> that is the situation in boston where police are staging around. that is happening as authorities look for potential accomplices to the suspecteds on other modes of transportation and other parts of the country. suburban washington. there's a look at the town. that entire area is essentially shut down. the governor is telling people to stay indoors. >> five days
i took a defensive position behind the car just like the officer, following his model. another officer came and said you have to go back. we moved back. we moved back. then they asked us to take a position on the the sidewalk where we had to lay down. i'm not exactly sure what that was. i'm looking at two snipers that have taken position. they're not aiming their rifles at this point. oh, you know what, he just told us -- we wouldn't be standing here right now. i'm going to get behind the car....
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Apr 18, 2013
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that they're defensive. we're talking about stable cash flows, stable earnings, stable share prices and higher than average dividend yields. david: let me stop you right there. practically everybody says you want to get into dividend stocks. you're saying don't just look at the dividend. it has to have all the elements, stable cash flow and all the other elements? >> exactly. for example the dividend yields last four weeks have suddenly become attractive in the material sector. that is all the stuff leveraged to china. the share prices are fallen and dividends might be at risk. we're talking about with companies with very stable businesses that do have bond-like characteristics throughout the company. this is largely a function of fed policy. the portfolio balance channel while it hasn't done a heck of a lot for real macroeconomic growth has certainly made the bond market more expensive. david: you talk about bond-like charactertics, the main characteristic of bonds they're stable. they're like fixed income
that they're defensive. we're talking about stable cash flows, stable earnings, stable share prices and higher than average dividend yields. david: let me stop you right there. practically everybody says you want to get into dividend stocks. you're saying don't just look at the dividend. it has to have all the elements, stable cash flow and all the other elements? >> exactly. for example the dividend yields last four weeks have suddenly become attractive in the material sector. that is...
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Apr 18, 2013
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>> melissa, i think you still want to be a little bit defensive. i think that so much of the market still feels squishy and not in a good way given the economic data we're seeing. i'm a little bit heavier in health care, probably about flat in technology. but consumer staples and health care are two of those defensive sectors that i think leave you in a little bit better stead. i'm heavier in industrials, a little bit lighter in financials. this is a defensive portfolio that i think, you know, blue chips with good dividends make a lot of sense right now. >> at the same time, michael, you know, your stock picks make me scratch my head because if it's such a defensive portfolio, why are you getting into something more levered to the consumer and to the economy being fedex and yum brands? >> well, i'm so glad you asked me, i always -- i always try to hit them where they ain't. and these are two stocks people don't like right now. they're worried about avian flu, they're worried about some of the politics, of course, with yum brands and kentucky fried
>> melissa, i think you still want to be a little bit defensive. i think that so much of the market still feels squishy and not in a good way given the economic data we're seeing. i'm a little bit heavier in health care, probably about flat in technology. but consumer staples and health care are two of those defensive sectors that i think leave you in a little bit better stead. i'm heavier in industrials, a little bit lighter in financials. this is a defensive portfolio that i think, you...
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Apr 22, 2013
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so you're buying some of the defensive stocks. but the defensive stocks aren't really cheap. what are you doing in terms of sectors and that kind of allocation? >> well, exactly as you're saying, the defensive sectors are no longer cheap. consumer staples have rallied hard. we're looking for other opportunities in quality names but in other sectors. for example, technology, we spoke about miners last time i was on. the markets have been overpunished, that's where we see the opportunity. where we see the risk is the companies that have rallied hard, very sentiment driven and could hit these headwinds as earnings and economic weakness starts to come through. >> what's the catalyst to have some of these cyclical stocks do well f you're saying earnings are too high and the growth expectations have to come down? what's the catalyst to get the cyclical sectors to do well? >> it means it's going to be a very hard quarter. we think this quarter, markets probably will grind higher. but it's unlikely there is this catalyst for that next leg up. what we would then see is when earnings e
so you're buying some of the defensive stocks. but the defensive stocks aren't really cheap. what are you doing in terms of sectors and that kind of allocation? >> well, exactly as you're saying, the defensive sectors are no longer cheap. consumer staples have rallied hard. we're looking for other opportunities in quality names but in other sectors. for example, technology, we spoke about miners last time i was on. the markets have been overpunished, that's where we see the opportunity....
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Apr 18, 2013
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look at where the rally has come from, it's come from defensive sectors. we've brought in those health care stocks, 18% higher in such a short period of time. how far can you ride that horse? i think it brings up a good point with the gold, but i think the gold is symptomatic of something else. we are entering -- we are actually in a deflationary period with the market here, and those words are not easy come out of my mouth, because i've been a hawk as far as inflation -- >> deflation, where are prices falling? >> it's not just a matter of prices, when you look at the gold situation, that's a canary in the coal mine. we had a very sloppy tips auction today and money is coming out of tips funds big-time now. so i think the market is bracing for a deflation. caterpill caterpillar, big deflation indicator, copper, another deflationary indicator. i think you've got some problems there. and you want to talk about the fed and qe, what the minutes said, i was listening to bullard yesterday saying if they can't get inflation up from 1.5%, they might go more aggres
look at where the rally has come from, it's come from defensive sectors. we've brought in those health care stocks, 18% higher in such a short period of time. how far can you ride that horse? i think it brings up a good point with the gold, but i think the gold is symptomatic of something else. we are entering -- we are actually in a deflationary period with the market here, and those words are not easy come out of my mouth, because i've been a hawk as far as inflation -- >> deflation,...
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so to the extent that we're not necessarily seeing an uptake there may argue that you're seeing defensive spending positions being taken by enterprise customers. it is not upgrades as fast as they would be otherwise. >> what about josh's point about currency play on this? if the dollar continues to strengthen here, that's not going to be boding well for a company like ibm? >> i mean, ibm as a manufacturer has a global footprint. they can manage their way around a foreign exchange impact. it's not as if they're made in america or a usa export-driven story. >> did i hear google? >> i haven't heard any google numbers yesterday, but the stock market is acting like they're out. it's got that feel to it. we'll get it to you as soon as we have those numbers. you're just joining us. microsoft missed on the top line by a fraction, but beat on the bottom line by 4 cents. ibm missed on the bottom line by five cents and it also was light on the top line there. roger kay, do you like ibm? >> yeah, i think ibm is a real solid company and a real solid stock. >> yes, google numbers are in. >> this is pre
so to the extent that we're not necessarily seeing an uptake there may argue that you're seeing defensive spending positions being taken by enterprise customers. it is not upgrades as fast as they would be otherwise. >> what about josh's point about currency play on this? if the dollar continues to strengthen here, that's not going to be boding well for a company like ibm? >> i mean, ibm as a manufacturer has a global footprint. they can manage their way around a foreign exchange...
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all of these factors play significant demands on the defense intelligence agency and the entire defense enterprise. as stated above i believe the most -- threat of cyberattacks through the daily occurrences of threats or damaging a variety of levels and not only persistent and dangerous but likely have serious damage to our national security is very real. potential adversaries are increasingly more capable of conducting cyberoperations. cyberattacks remain an important and increasing transnational threat to the security of the united states with state actors such as china russia iran and north korea integrating theselii io thei intelligence gathering methods and warfare doctrine. malicious actors including terrorist organizations have also demonstrated awillingness and capability of cyberset means to attack u.s. interests. one final point with regard to cyberattacks that we need to keep in mind. behind these attacks are human beings and some are nonstate individuals, some are state sponsored network studies with increasing capabilities and harmful intentions to do damage to our national
all of these factors play significant demands on the defense intelligence agency and the entire defense enterprise. as stated above i believe the most -- threat of cyberattacks through the daily occurrences of threats or damaging a variety of levels and not only persistent and dangerous but likely have serious damage to our national security is very real. potential adversaries are increasingly more capable of conducting cyberoperations. cyberattacks remain an important and increasing...
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Apr 19, 2013
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joining us now, fox is contributor, a criminal defense lawyer. welcome. >> our you. stuart: i put it to you. if they guess this guy alive, the first thing he says is to my what a lawyer. which point he shuts up. in my right? >> no, not necessarily. because this whole issue of an enemy combatants. american citizen, not american citizen, what type of enemy combat is the? i believe that president of the united states could label him an enemy combatants. i believe the chairman of the joint chiefs of staff for someone high up in the military can declare him an enemy combatant. if they do, he is not treated as an american citizen. all right of habeas corpus, meaning within 24 hours you're supposed to see a judge goes out the window. the whole issue of miranda, that is out the window. so there's going to have to be -- someone will have to determine whether or not this man should be treated like a citizen, someone who kills a police officer and a pathetically, or will thing, and he is entitled to all those rights and privileges as an american. this is an act of terrorism. th
joining us now, fox is contributor, a criminal defense lawyer. welcome. >> our you. stuart: i put it to you. if they guess this guy alive, the first thing he says is to my what a lawyer. which point he shuts up. in my right? >> no, not necessarily. because this whole issue of an enemy combatants. american citizen, not american citizen, what type of enemy combat is the? i believe that president of the united states could label him an enemy combatants. i believe the chairman of the...
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Apr 16, 2013
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they're playing defense, trying to tell you what they should have told you higher. at the end of the day, if you have a commodity oriented company, and the commodity price wrong, you are naturally going to have a lot of credit risk. >> i think the key here is, do you believe that gold will hit 1,300 or 1,200 where they are at risk of a downgrade. otherwise, this is all buck, right? >> two days ago, i would have said that's a far way away. today, technically 1,200's probably the next area of support. >> really? >> yeah, it could get there. >> gold could go to 600. >> 1,200. >> could go to 600. >> i want to know what is the credit risk at six eight and 1,000. if this commodity is crashing, if that's crystallized yet. if you're long gold, i think it's crystallized in the p & l. people haven't shown you the asymmetry to the credit risk and the gold price. i think this is pretty obvious. people don't want to p name and number on this at this point because a lot of people didn't make this call. and again, i think we're getting started in terms of the back pedaling work. >
they're playing defense, trying to tell you what they should have told you higher. at the end of the day, if you have a commodity oriented company, and the commodity price wrong, you are naturally going to have a lot of credit risk. >> i think the key here is, do you believe that gold will hit 1,300 or 1,200 where they are at risk of a downgrade. otherwise, this is all buck, right? >> two days ago, i would have said that's a far way away. today, technically 1,200's probably the next...
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. >> republicans are looking for a way out of that defense sector. there will be more pressure put on them right now. the people who wanted to wobble anyways, will be wobbling harder. we will not increase spending on anything right now. connell: i know it is tough a couple days after something like this happens and the development that are happening today, but what is your opinion? should we change the focus? >> in some ways it should focus our focus. think about 9/11. we reacted to that with a big massive freak out, for lack of a better word. we are still taking off our shoes at the airports. we thought we needed to do something. let's remember that as we react to boston right now. let's focus on that. we need to realize that facing this horrifying attack, we will not make it better with coming up with security theater to the measures. dagen: it is almost impossible to link spending directly with an event like this. >> of course. dagen: knowing so little as we do right now even about the type of devices that were used in boston. you are hearing refe
. >> republicans are looking for a way out of that defense sector. there will be more pressure put on them right now. the people who wanted to wobble anyways, will be wobbling harder. we will not increase spending on anything right now. connell: i know it is tough a couple days after something like this happens and the development that are happening today, but what is your opinion? should we change the focus? >> in some ways it should focus our focus. think about 9/11. we reacted to...
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they're going to count the money that we spend making movies, producing tv shows or r & d on defense, you know, spending as investment. it's a bunch of nonsense. the government cooks the books and massage the numbers to make them look better than they are. there's a lot more inflation than the government acknowledges and it gets a lot worse as the money printing continues. >> we appreciate it, peter, thank you. >> thanks. stuart: i want to get back to microsoft, up 70 cents the last time i saw it. nicole, have you got a reason for me yet? >> yeah, it's interesting to see a move at microsoft. it's up almost 4%, come on, when do you he see microsoft up 4%. the it's a couple of things, and i know you love it and everything, let's talk about what we're seeing. on street insider.com there are reports that people are reporting -- reports that people are reporting so that shows you it's out and people are talking about it, but no one has solidified this idea, but that a big hedge fund, value capital will shortly disclose a 2 billion dollar sotake in the software giant. and steve ballmer, ceo
they're going to count the money that we spend making movies, producing tv shows or r & d on defense, you know, spending as investment. it's a bunch of nonsense. the government cooks the books and massage the numbers to make them look better than they are. there's a lot more inflation than the government acknowledges and it gets a lot worse as the money printing continues. >> we appreciate it, peter, thank you. >> thanks. stuart: i want to get back to microsoft, up 70 cents the...
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i point out this is mostly state and treasury as opposed to defense and treasury. state for obvious reasons between two countries and what is interesting about it though, is that, if you notice banks have been quiet about this lately. mike brought it up. he might have brought it up from a question posed by an analyst based on some of our reporting yesterday. that is interesting. you can listen to "dow jones newswire" today to get some of this, but if you had watched the fox business network you would have gotten all this yesterday and this is an issue. they don't want to keep bringing it up. apparently in iran, these sort of cord plated attacks. they have been told that the sources of these attacks get bonuses, monetary inducements to create publicity here when it is mentioned. maybe i'm putting some money in someone's pocket over there, but when you mention it, when mike corvat it, there is issue people at the other end are getting induced. that is the whole thing create publicity, what is the endgame it they're not getting in customer accounts and combine with th
i point out this is mostly state and treasury as opposed to defense and treasury. state for obvious reasons between two countries and what is interesting about it though, is that, if you notice banks have been quiet about this lately. mike brought it up. he might have brought it up from a question posed by an analyst based on some of our reporting yesterday. that is interesting. you can listen to "dow jones newswire" today to get some of this, but if you had watched the fox business...
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>> it may in terms of the defenses that get raised, particularly around mitigation. assuming for a second that the federal charges and the government is seeking the death penalty, likely the defense team would argue around mitigation, that somehow he was improperly influenced by the brother. you know, the government i suspect will show significant evidence to combat that type of defense of mitigation around influence of the older brother. >> when you look at how this all went down, all of the agencies working together, anything you look at and say, if i had this to do over again in terms of organization, i would do this differently? >> well, from my perspective looking at it from the outside in, it seems to me that all the things were put in place post 9/11 as relates to collaboration and cooperation. the efforts of the joint terrorism task force and the anti-terrorism advisory council and all the training that's gone in place since 9/11 seems to work -- seemed to work out exceptionally well. also in terms of engaging the public. they engaged the public and the publi
>> it may in terms of the defenses that get raised, particularly around mitigation. assuming for a second that the federal charges and the government is seeking the death penalty, likely the defense team would argue around mitigation, that somehow he was improperly influenced by the brother. you know, the government i suspect will show significant evidence to combat that type of defense of mitigation around influence of the older brother. >> when you look at how this all went down,...
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europe, and that takes you to what we call defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private companies. around $300
europe, and that takes you to what we call defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than...
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it will probably outperform the most defensive names. a lot of money is going into defensive names. as interest rays go up, as confidence returns, money will move from that part of the market towards more agretsive aims. but if you go for that long-term perspective, then it's worst being over the growth areas of the markets. >> david, always good to talk with you. thank you so much for the time. we'll talk to you soon. >> thank you. >> teches are lower today after reports from microsoft, ibm and google. google expected to hit 14.2 billion. mark mahaney rates google ads an outperform. he joins us from san francisco this morning. good to have you back. >> good to be here, carl. >> we'll get a lot of information of the names we mentioned. what is the most important? >> the igest issue is the concern that mobile internet usage, which is the mundmental biggest trend is the stocks traded up as cpcs improve. if they improve this quarter, the stocks should trade up. that's the key number. >> we were looking at a slew of price target increases a few weeks ago. in the 900s. a lot of people be
it will probably outperform the most defensive names. a lot of money is going into defensive names. as interest rays go up, as confidence returns, money will move from that part of the market towards more agretsive aims. but if you go for that long-term perspective, then it's worst being over the growth areas of the markets. >> david, always good to talk with you. thank you so much for the time. we'll talk to you soon. >> thank you. >> teches are lower today after reports from...
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there's been too much money put to work in the defensive names. take utilities. another defensive sector. historically, the sector traded at 25% discount to the market. that made sense. it was regulated, it was a slow grower. today u.s. utility company traded an 8% premium. that's a lot to pay for an income stream and for safety. i think there are better places to get that income and maybe take a little bit more risk, but at a better valuation. >> what would you do with apple today since it's in the news? >> you know, i've got no strong view on apple, but generally, i think we like technology companies, it's one of the parts of the market that has underperformed. looks cheap relative to the history. i'd rather be buying tech companies at this point than consumer staple companies. >> you think bonds at some point just the apocalypse finally happened -- >> i don't think the apocalypse happens, no. part of the reason, new supplies being absorbed by the fed, we've got the boj in the game, there's a tremendous amount of liquidity. we think rates will back up by the en
there's been too much money put to work in the defensive names. take utilities. another defensive sector. historically, the sector traded at 25% discount to the market. that made sense. it was regulated, it was a slow grower. today u.s. utility company traded an 8% premium. that's a lot to pay for an income stream and for safety. i think there are better places to get that income and maybe take a little bit more risk, but at a better valuation. >> what would you do with apple today since...
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reports from china's defense ministry says the strategy is changing the region in favor of japan, philippines and vietnam. >>> "the washington post" looks at a sweeping immigration deal reached by a group of democratic and republican senators. the bill offers millions of illegal immigrants a chance to be citizens. it also creates tens of thousands of new visas for foreign workers in low skilled jobs. >>> "the los angeles times" says the gun control bill face as tougher road in the senate. the proposal from senators joe manchin and pat toomey would extend background checks for gun sales. officials say it does not yet have the votes to be added to a larger piece of gun legislation. a vote on the amendment is not expected until at least tomorrow. >>> the"wall street journal" says gold prices have hit a two-year low. it was the largest one-day loss in 30 years. >> "the new york times" reports on the pulitzer prizes. newspaper won four yesterday. the others include an independent nonprofit organization called inside climate news. it won the price for national reporting for its coverage of the dang
reports from china's defense ministry says the strategy is changing the region in favor of japan, philippines and vietnam. >>> "the washington post" looks at a sweeping immigration deal reached by a group of democratic and republican senators. the bill offers millions of illegal immigrants a chance to be citizens. it also creates tens of thousands of new visas for foreign workers in low skilled jobs. >>> "the los angeles times" says the gun control bill...
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is a more defensive than with you want to call it that. tracy: this is going to continue. your job is going to be tough for a while. >> we opened the volume with volatility. tracy: what is your outlook for the rest of the week? are we going to continue to pour off into nothing more do you think this will turn around? >> there is always hope but we are trading at session lows, the volatility index is creeping up 7% right now, the s&p 500 testing 1540, support is down 1543, the 50 day moving average. is getting ugly. tracy: thank you for taking the time. adam: apple, is this a good time to buy? we will ask an analyst next. tracy: let's look at the winners and losers on the nasdaq but there are some winners. brendel resources holds up, 5.1%. we will be right back. @ tracy: apple trading below $400 for the first time since december of 2011. google reporting after hours what should you be doing now? senior analyst for chelsea advisory group here to tell us, tech stocks up 1%. what is going on? >> slowdown in europe and something multinational, google and amazon overseas, b
is a more defensive than with you want to call it that. tracy: this is going to continue. your job is going to be tough for a while. >> we opened the volume with volatility. tracy: what is your outlook for the rest of the week? are we going to continue to pour off into nothing more do you think this will turn around? >> there is always hope but we are trading at session lows, the volatility index is creeping up 7% right now, the s&p 500 testing 1540, support is down 1543, the 50...